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Map Elements Actions

Add Existing Content to a Map

You can insert existing maps and topics from your Content Library into a map.

  1. In the Content Library, double-click a map to open it in the Content Editor.
  2. Click Open Library to access files in your Content Library.
    Figure 1. Open Library Button
    Open Library button under the map tree lets the user access the files in their Content Library.
  3. In the Content Library, navigate to the component(s) that you want to add to the map.
  4. If you want to add multiple components, select a range of topics while holding the Shift key.
  5. Add the component(s) into the map tree by doing one of the following:
    • Drag and drop the component(s) into the map tree.

      A video showcases how the user can drag and drop components to easily insert them into a map tree.
      Tip:

      A line appears that indicates where the component(s) will be added. If you drop a component on another component, a green box appears. The green box indicates that the new component will be added as a child of the component that is already in the map.

    • From the map context menu, choose between Append Element, Insert Element After or Insert Element Before and click From Existing File.....

  6. If prompted, from the Insert drop-down menu, select a relevant element and click Insert.
    When adding content to the map tree the user can select a reference type from a drop-down menu.
    Note:

    By default, the intelligent drag-and-drop selects the most optimal map element for you. For example, concept topics are added to maps with the topicref element. To select a map element manually, hold the Shift key while dragging and dropping a resource into the map tree.

    This behavior is configurable. To disable the intelligent drag-and-drop, contact your Customer Success Manager.

Insert New Content into a Map

Add new topics or maps into a map.

  1. In the Content Library, double-click a map to open it in the Content Editor.
  2. In the Content Editor, click Open Library.
  3. Add a new map or topic to the map tree by doing one of the following:
    • Drag and drop component(s) from the Create New menu into the map tree.

      A video showcases how the user can drag and drop a new topic into the map tree from the Create New menu.
    • From the map context menu, choose between Append Element, Insert Element After or Insert Element Before and click From New File....

  4. If prompted, from the Insert drop-down menu, select a relevant element and click Insert.
    When adding content to the map tree the user can select a reference type from a drop-down menu.
    Note:

    By default, the intelligent drag-and-drop selects the most optimal map element for you. For example, concept topics are added to maps with the topicref element. To select a map element manually, hold the Shift key while dragging and dropping a resource into the map tree.

    This behavior is configurable. To disable the intelligent drag-and-drop, contact your Customer Success Manager.

  5. Enter a title and modify the file name if needed.
    Note:

    The valid characters for file and folder names are:

    • lowercase letters (a-z)

    • uppercase letters (A-Z)

    • numbers (0-9)

    • underscore (_), hyphen (-), and period (.)

    This applies to creating files and folders and renaming files and folders.

  6. Optional: Save the file in a folder different from the current folder by clicking Change and selecting a new location.
  7. Optional: Assign the file to collections by clicking Collections and selecting collections from the list.
  8. Optional: Assign metadata to the file by filling in the Metadata fields.
  9. Do one of the following:
    • To create and open the file, click Create & Edit.
    • To create the file and return to the Content Library, click Create.

Add an Element to a Map

You can add elements to the map by using the context menu in the map tree.

  1. In the Content Library, double-click a map to open it in the Content Editor.
  2. Right-click on an element in the map to open the context menu.
  3. Do one of the following:
    Note: Depending on the type of map that you edit and your location in the map, the available elements may vary.
    • Hover over Append element and choose the element you want to add as a child of the selected element.
    • Hover over Insert element before and choose the element you want to insert before the selected element.
    • Hover over Insert element after and choose the element you want to insert after the selected element.

Move an Element in a Map

Organize topics and other elements in a map in the way that you want them to appear in the final output.

  1. In the Content Library, double-click a map to open it in the Content Editor.
  2. Do one of the following:
    • To move the topic as a peer, drag and drop the topic above or below another peer topic.
      Tip: A line indicates where the component will be added.
      Moving elements in the map hierarchy
    • To make the topic a child, drag and drop the topic on top of another topic.
      Tip: A green box shows around the topic to indicate that the topic will be a parent topic.
      Inserting a child element

Remove an Element from a Map

Remove unwanted content from a map.

CAUTION: If you remove an item, you also remove all the references to its children. If the links to children need to be preserved, move them to another location in the map before you delete the parent. For example, if you have a topic hierarchy in the map and remove the parent topic, the parent's children topics will also be removed.
  1. In the Content Library, double-click a map to open it in the Content Editor.
  2. In the map tree, right-click the element you want to remove and select Remove element.